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Principal Fds, Inc. Midcap Fd Cl C: (MF: PMBCX)

(NASDAQ Mutual Funds) As of Sep 4, 2025 08:00 PM ET

$37.45 USD

+0.37 (1.00%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2025

Total Return %* Percentile Rank Objective
YTD 6.09 58
3 months 7.47 84
6 months 0.89 67
1 Year 10.43 57
3 Year 13.71 49
5 Year 11.54 67
10 Year 11.17 46

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -45.81
Bull Market (2/09 - 3/21) 891.54

Load Adjusted Returns as of Jul 31, 2025

1 Year 15.16
5 Year 12.67
10 Year 11.32
Since Inception 10.05

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.65 5.90 NA NA
2024 10.65 -2.94 10.62 -0.05
2023 5.27 9.34 -5.53 14.51
2022 -11.85 -17.14 -3.39 7.70
2021 3.25 8.98 0.43 9.78
2020 -24.06 24.56 7.87 14.74

Annual Return

20252024202320222021202020192018201720162015
% Total Return 6.0918.7424.51-24.0024.0717.0741.49-7.6324.089.130.40
% Total Return Rel to Index -2.48-6.28-1.73-5.79-4.60-1.3210.00-3.242.28-2.80-0.98
% Total Return Rel to Peer -0.84-0.651.51-4.302.01-2.8413.06-0.773.401.312.00
% Perf Quintile vs Peer* 0.000.003.004.003.003.001.004.002.003.002.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.001.400.950.993.330.391.322.760.890.471.29
Expense Ratio 1.721.721.781.721.671.691.701.691.711.731.71

* 1 = Top 20%, 5 = Bottom 20%